Bloomberg's Caroline Hyde and Ed Ludlow break down TSMC's US plant yields surpassing that of similar factories in Taiwan and what that means for US chip ambitions. Plus, the Biden administration is planning for a concrete strategy on the US military's use of AI in warfare, and Alphabet's autonomous driving unit Waymo raises $5.6 billion in its largest ever funding round.

Nvidia Says It’s Getting Orders From China
43:10

Nvidia Forecasts $1 Trillion in Revenue Through 2027
40:55

Meta Expands AI Compute Deal, Nvidia GTC Kicks Off
43:38